See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,702 | $150,440+26.1% | $136,294+39.2% | $147,584+28.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -0.17% | 1049.08%-1049.3pp | 5155.94%-5156.1pp | 578.55%-578.7pp |
| Employer contribution / active EE | $16,424 | $5,256+212.5% | $4,695+249.8% | $4,876+236.8% |
| Participant deferral / active EE | $16,650 | $6,630+151.1% | $6,247+166.5% | $5,439+206.1% |
| Admin fee / account holder | $1,155 | $10,905-89.4% | $9,243-87.5% | $10,885-89.4% |